Who owns First Trust Spclty Fin & Fncl Opptnts Fd?
- Ticker: FGB
- CUSIP Number: 33733G109
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Analyze quarterly positions in First Trust Spclty Fin & Fncl Opptnts with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Trust Spclty Fin & Fncl Opptnts Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Saba Capital Management | 1.1M | $4.3M | 74% | Jun 2024 |
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LPL Financial | 1.1M | $4.3M | -4% | Sep 2024 |
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Morgan Stanley | 567k | $2.2M | 2% | Jun 2024 |
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Rivernorth Capital Management | 384k | $1.6M | 82% | Sep 2024 |
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Consolidated Portfolio Review Corp | 218k | $849k | -61% | Jun 2024 |
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Almitas Capital | 180k | $731k | 100% | Sep 2024 |
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Commonwealth Equity Services | 178k | $725k | 3% | Sep 2024 |
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Alpine Partners VI | 160k | $622k | 60% | Jun 2024 |
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Private Advisor | 127k | $517k | -26% | Sep 2024 |
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Flagship Harbor Advisors | 111k | $451k | -4% | Sep 2024 |
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Atomi Financial Group | 108k | $440k | 13% | Sep 2024 |
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Good Life Advisors | 107k | $436k | 103% | Sep 2024 |
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Raymond James Financial Services Advisors | 103k | $417k | -9% | Sep 2024 |
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Atlas Wealth | 79k | $313M | 100% | Jun 2024 |
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Wells Fargo & Company | 49k | $200k | 0% | Sep 2024 |
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Sym Financial Corporation | 42k | $163k | 0% | Jun 2024 |
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Shaker Financial Services | 42k | $169k | 212% | Sep 2024 |
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Advisor Group Holdings | 39k | $159k | -52% | Sep 2024 |
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Susquehanna International | 27k | $108k | -25% | Sep 2024 |
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Csenge Advisory Group | 25k | $101k | -20% | Sep 2024 |
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Mendel Capital Management | 20k | $81k | 0% | Sep 2024 |
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Advisory Services Network | 18k | $68k | 0% | Sep 2024 |
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Blue Bell Private Wealth Management | 15k | $61k | 29% | Sep 2024 |
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KPP Advisory Services | 14k | $55k | 0% | Sep 2024 |
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Cetera Investment Advisers | 13k | $52k | 0% | Jun 2024 |
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CSS | 13k | $52k | 100% | Sep 2024 |
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L.m. Kohn & Company | 12k | $48k | 100% | Sep 2024 |
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Jane Street | 12k | $48k | 100% | Sep 2024 |
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Belpointe Asset Management | 12k | $45k | 100% | Jun 2024 |
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Wedbush Morgan Securities | 12k | $47k | 0% | Sep 2024 |
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Equitable Holdings | 10k | $39k | 0% | Jun 2024 |
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Nbc Securities | 6.3k | $25k | 0% | Sep 2024 |
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IFP Advisors | 6.0k | $23k | -7% | Jun 2024 |
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Us Bancorp | 2.9k | $12k | 0% | Sep 2024 |
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Bank of America Corporation | 1.8k | $7.5k | 100% | Sep 2024 |
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Who sold out of First Trust Spclty Fin & Fncl Opptnts?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PFG Investments | Mar 2024 | 554k | $2.1M |
Virtu Financial | Mar 2024 | 14k | $52k |